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ButcherJoseph launches wealth advisory division

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Nancy Tengler, a wealth advisor to high net worth clients, has joined ButcherJoseph Asset Management to form a new wealth management division of the firm’s financial advisory firm.

Tengler will serve as Chief Investment Strategist for the forthcoming venture which will be called Tengler Wealth Management. Well known Wall Street market commentators Ken Polcari and Ron Insana have also joined the new division.
 
Tengler was most recently Senior Vice President, Chief Investment Officer, and Heartland Investment Committee Member of Heartland Financial USA, and member of the Board of Directors of Arizona Bank & Trust, a Heartland Financial Member Bank. She is also the founder and CEO of Financial IQ Training Services, which encourages women to take charge of their own financial planning. She is the author of the book ‘The Women’s Guide to Successful Investing’, as well as having published several investment columns for women. Tengler will continue to provide Heartland Financial, through ButcherJoseph Asset Management, equity income and equity growth investment models.
 
“We are excited that Nancy is joining our team,” says Jon Curley, CEO of ButcherJoseph Asset Management. “Nancy has an outstanding track record in investment strategies and management and has certainly gained a following among high net worth investors. We look forward to supporting Nancy and enabling her and this All-Star team to grow Tengler Wealth Management as a significant resource for investors.”
 
Ken Polcari, with nearly 40 years’ experience on the NYSE trading floor, is also joining Tengler Wealth Management. Polcari most recently was Managing Director at O’Neil Securities and has been a CNBC Market Analyst and Contributing Editor for the past six years.
 
Ron Insana, a 27-year CNBC commentator and former anchor at CNBC, will also join Tengler Wealth Management in an advisory role. Both Polcari and Insana will provide market analysis for Tengler clients, as well as develop strategies for asset acquisition.
 
“I am thrilled to join the great team at ButcherJoseph Asset Management to provide wealth management advice,” says Tengler. “Jon has put together an amazing infrastructure and foundation, and – during years of discussions about markets and trends with Ron and Ken, I can vouch for their knowledge, and look forward to teaming with them. One thing we all agree on: the interests of our clients will be paramount. And while a good portion of my clients have traditionally been women, we believe our strategies will work for all investors.”
 
“I’ve had the opportunity to speak and interact with hundreds of market professionals during my time with CNBC,” says Polcari. “Nancy has always been one of the best in the business.”
 
“The outstanding infrastructure in place at ButcherJoseph, as well as its reach through existing client relationships, provides an amazing head start,” adds Insana. “Jon’s guidance, and Nancy’s keen insight, will provide a phenomenal platform for us to deliver to clients.”
 

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